Significant Ownership of Forvis Mazars Wealth Advisors, LLC
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Forvis Mazars Wealth Advisors, LLC focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- Jessica McVeigh - Compliance Senior Manager
- Manager location
- Springfield, MO
Large-stake snapshot
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Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Significant Ownership of Forvis Mazars Wealth Advisors, LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| GQGU | Advisors' Inner Circle Fund III | ETF Shares | 10% | $59,386,235 | +$19,978,196 | 2,235,086 | +51% | Forvis Mazars Wealth Advisors, LLC | 30 Sep 2026 |
| HELO | J.P. Morgan Exchange-Traded Fund Trust | Alternative Investments | 5.8% | $227,091,647 | 3,339,092 | Forvis Mazars Wealth Advisors, LLC | 30 Jun 2026 | ||
| TSPA | T ROWE PRICE ETF INC | common stock | 3.6% | $144,687,369 | 3,058,283 | Forvis Mazars Wealth Advisors, LLC | 30 Jun 2026 |
Schedules 13D/G Reported by Forvis Mazars Wealth Advisors, LLC:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.